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Client Service Representative Resume

3.00/5 (Submit Your Rating)

Chicago, IL

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SUMMARY:

  • Ability to prioritize and remain focused on the essence of an issue
  • Excellent with communicating with others

WORK EXPERIENCE:

Client Service Representative

Confidential, Chicago, IL

Responsibilities:

  • Answer customers questions via phone or email.
  • Enter and cancel orders per client request
  • Set up account with trading platform
  • Maintained risk.
  • Troubleshoot platform connection issues
  • Enter and submit commissions and fees at the days end.

SEASONAL LICENSED HEALTH INSURANCE PRODUCER

Confidential, Chicago, IL

Responsibilities:

  • Answer incoming calls from customers looking to purchase insurance and customers with policy questions
  • Help customer implement new plans that were suitable to their needs over the phone
  • Help customer apply through the healthcare.gov to see if they qualify for a premium tax credit
  • Made outbound courtesy calls to all customers who enrolled in our new products
  • Performed other related duties as assigned

Customer Service

Confidential, Chicago, IL

Responsibilities:

  • Oversaw contracts loaded and opened properly
  • Made sure that expired contracts have been settled and if not, manually settle them
  • Updated contract expiration calendar spreadsheet weekly
  • Confirmed or cancelled customer orders
  • Educated customers about the exchange and our products
  • Transfer new account opening documents to appropriate staff.
  • Answer customer calls and e - mails in a timely manner.

Market Supervisor

Confidential, Chicago, IL

Responsibilities:

  • Confirmed or cancelled customer orders
  • Bust or revised erroneous trades
  • Made sure that all components were up and running
  • Made sure that markets opened and settled in a timely fashion
  • Made sure the start of day batch process was completed.

Market Operations Specialist

Confidential, Chicago, IL

Responsibilities:

  • Confirmed customer orders
  • Bust or revised erroneous trades
  • Made sure that all components were up and running
  • Made sure that markets opened and settled in a timely fashion
  • Relayed electronic market settlement price to the appropriate Pit Committees
  • Made sure the Reuters and Bloomberg terminals were updating properly

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